Advancing Financial Adviser Campaign - Cape

Posted 3 Days Ago
Be an Early Applicant
6 Locations
In-Office
Junior
Fintech • Payments • Financial Services
The Role
The Financial Adviser develops and manages client relationships, consults with prospective and existing customers, identifies financial needs and sales opportunities, qualifies prospects, and recommends long-term insurance solutions. The role requires customer-focused communication, consultative and strategic selling, sales data management, and relationship strengthening. Advisers must meet FAIS and insurance requirements, maintain a valid driver’s licence and vehicle, and pass criminal and credit checks.
Summary Generated by Built In

Let's Write Africa's Story Together!

Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this.

Qualifications and Experience

A minimum of Matric or equivalent

A minimum 12 months’ financial services experience as a Financial Adviser

A minimum of Long-term Insurance Class of Business completion.

Completion of additional FAIS requirements such as Investments Class of Business, the Regulatory

Examination 5 (RE5), an FSCA-approved qualification will be advantageous.

Other requirements
A valid driver’s licence and own car
A clear criminal and credit check

Skills

Consultative Selling, Customer Feedback Management, Customer-Focused, Customer Service, Customer Understanding, Evaluating Information, Identifying Customer Needs, Identifying Sales Opportunities, Oral Communications, Probing Questions, Qualifying Prospects, Sales Data Management, Sales Software, Strategic Selling, Strengthening Customer Relationships

Competencies

Balances StakeholdersBuilds NetworksCommunicates EffectivelyCustomer FocusEnsures AccountabilityInstills TrustInterpersonal SavvyManages Complexity

Education

NQF Level 4 - Grade 12, School leaving Certificate, National or Occupational Certificate or equivalent

Closing Date

30 December 2026 , 23:59

The appointment will be made from the designated group in line with the Employment Equity Plan of Old Mutual South Africa and the specific business unit in question.

The Old Mutual Story!

Skills Required

  • Matric or equivalent, including NQF Level 4 or equivalent qualification
  • At least 12 months of financial services experience as a Financial Adviser
  • Completion of the Long-term Insurance Class of Business
  • Valid driver's licence
  • Own car
  • Clear criminal check
  • Clear credit check
  • Investments Class of Business completion
  • Regulatory Examination 5 (RE5) completion
  • FSCA-approved qualification
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The Company
HQ: London
12,448 Employees

What We Do

Old Mutual Limited is a listed company on the Johannesburg Stock Exchange and has secondary listings on the London, Malawi, Namibia and Zimbabwe stock exchanges. As a Pan-African financial services company, we are focused on Africa, her needs and her people. Together with you, we have educated our children, given more homes warmth and light, empowered small businesses and improved infrastructure in Africa. Our story will continue #WithAfricaForAfrica

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